The new starter wizard allows you to easily create new employees in your system by guiding you through each step of the setup process. It ensures all key details are captured accurately, helping you complete onboarding quickly.
📌Note: For the employee to be able to log in to the system self service will need to be on.
To launch the new starter wizard, simply click Employees then click + Add Employee. Once the wizard opens, to enter the employee's details, follow each of the sections below in order.
Personal Information
Enter the Personal Information, which includes:
First Name, Last Name
Email
Phone Number (with validation)
Gender
Date of Birth
Address
🤓Tip: You can search the address field using a postcode or part of the address.
Then click Next.
Job Information
Fill in the Job Information, which includes:
Company details
Company, Location, Department, Job Title
Payroll Company
Assigned Manager
Start Date
Identification Numbers:
NI Number, SSN, PPN
Working Hours Configuration:
Working Pattern
Contracted Hours
Full-Time Hours
Holiday Information:
Holiday Year
Measurement type (Days/Hours)
Full Time Entitlement
Current/Next Year Entitlement
Calculation helper - Shows formula and auto-calculates prorated amounts
Salary Information:
Currency selection
Amount and Period (Monthly/Annually)
Salary Calculation helper
Click Next, to move onto the task management page.
Task Management
Fill out the task management page, which includes:
Pre-configured Task Assignments:
Contractual steps/signing
Induction tasks
Internal updates
Custom tasks based on role/department
Click Next to create the employee.
After the new starter wizard has been completed for the employee, they will receive their welcome email and will be able to log into the system for the first time.